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Patricia P

Series 63

Thomasville, GA

Wellington Shields & Co., LLC

Patricia Powell is a financial advisor at Wellington Shields & Co., LLC with 29 years of industry experience. She holds the Series 63 designation and has been with Wellington Shields since 2014. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Active portfolio management Options & derivatives strategies
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Robert O

Series 63, Series 66

Thomasville, GA

Wellington Shields & Co., LLC

Robert Oneal is a financial advisor at Wellington Shields & Co., LLC with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Wellington Shields since 2017. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs a range of investment methods and manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors.

Active portfolio management Options & derivatives strategies
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Joshua C

Series 66

Thomasville, GA

Wellington Shields & Co., LLC

Joshua Coonce is a financial advisor with Wellington Shields & Co., LLC, holding a Series 66 designation and based in Thomasville, GA. He joined Wellington Shields in 2026 and has prior experience in the retail pharmacy industry. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection, mutual fund and ETF investments, and both long- and short-term strategies.

Active portfolio management Options & derivatives strategies
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Deborah G

Series 63, Series 65

Thomasville, GA

Wellington Shields & Co., LLC

Deborah Gaskins is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wellington Shields since 2009 and previously worked at Shields & Company from 2001 to 2011. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, mutual funds and ETFs, and various strategies including options and margin, with accounts monitored regularly through formal reviews and custodial statements.

Active portfolio management Options & derivatives strategies
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